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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,921 | $167,415-55.8% | $140,514-47.4% | $198,609-62.8% |
| Participation rate | 92.9% | 80.9%+12.0pp | 77.8%+15.1pp | 82.4%+10.5pp |
| Annual return | 4.57% | 13.85%-9.3pp | 14.36%-9.8pp | 202.70%-198.1pp |
| Employer contribution / active EE | $11,990 | $4,088+193.3% | $3,378+254.9% | $5,055+137.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,379 | $16,730+45.7% | $13,697+78.0% | $19,030+28.1% |